PGIM India Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon PGIM India Large and Mid Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
Fund SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25613 Cr ₹398 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Feb 1993 12 Feb 2024
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 25% %
Expense Ratio 1.62 2.38
Manager Pradeep Kesavan Vinay Paharia
ISIN Code INF200K01305 INF663L01X88
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Month 4.75% 2.7%
6 Month 18.78% 19.7%
1 Year 34.17% -
3 Year 20.61% -
5 Year 24.61% -

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
6 Month - -
1 Year 15.66% 5.83%
3 Year 38.91% 5.83%
5 Year 82.14% 5.83%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 24.32% 9.37%
3 Year 62.63% 9.37%
5 Year 88.93% 9.37%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation 11.75% -
Sharp 1.15% -
Beta 0.85% -
Alpha 0.61% -

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Fund Managers

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
Name Pradeep Kesavan Vinay Paharia
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 10
SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Large Cap 43.12 50.49
Mid Cap 37.95 35.41
Others 4.58 9.12
Small Cap 14.36 4.98

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Financial 20.76 18.13
Energy 5.68 7.38
Consumer Discretionary 5.2 2.74
Others 2.46 7.06
Metals & Mining 7.38 -
Healthcare 10.26 9.45
Materials 7.45 3.42
Technology 8.51 5.79
Communication 2.48 2.71
Consumer Staples 5.38 1.74
Services 6.84 13.34
Automobile 9.22 8.07
Construction 1.36 3.32
Capital Goods 3.07 8.78
Insurance 1.27 3.62
Textiles 1.55 0.79
Chemicals 1.14 2.58
Diversified - 1.08

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